UBS Group AG - LITMAN GREGORY FDS TR ownership

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LITMAN GREGORY FDS TR's ticker is and the CUSIP is 53700T793. A total of 8 filers reported holding LITMAN GREGORY FDS TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

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Filings
Quarter-by-quarter ownership
UBS Group AG ownership history of LITMAN GREGORY FDS TR
ValueSharesWeighting
Q3 2023$194
-30.0%
22
-26.7%
0.00%–
Q2 2023$277
-99.4%
30
-99.5%
0.00%–
Q4 2022$50,062
+127.6%
5,644
+115.5%
0.00%–
Q3 2022$22,000–2,619–0.00%–
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Other shareholders
LITMAN GREGORY FDS TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cambridge Investment Research Advisors, Inc. 475,621$4,1970.02%
Orion Portfolio Solutions, LLC 66,619$587,9130.01%
Cetera Advisors LLC 35,308$311,5930.01%
AdvisorNet Financial, Inc 5,124$45,2160.00%
UBS Group AG 22$1940.00%
OSAIC HOLDINGS, INC. 2,052$18,1090.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
ENVESTNET ASSET MANAGEMENT INC 97,667$861,9110.00%
View complete list of LITMAN GREGORY FDS TR shareholders